Trust Fund Summary Report

The State Ward Trust Fund Accounts Trust Summary Listing for (account name) Accounts Report opens when the Print Trust Summary option is selected in the Actions drop down menu on the List Trust Fund Account window.

The Trust Summary Report displayed is based on the search criteria selected on the Search Trust Fund Account window (i.e.). Trust Summary for Staff Person, Bank Account, Reporting Group, and Youth Summary by Report Group,etc.

The Youth Summary by Reporting Group report is the same as the Trust Summary by Reporting Group report except the confidential information (SSN, current balance, and type of account) has been removed.

A preview of the report displays on-line. To print the report select the Print Report Print icon to open the Print dialog box where printer selections are completed.

The tree option on the far left of the window is available when there are multiple options ( by Reporting Group). To view one particular group select the box before the name and that portion of the report displays.

To close the report select the small X box close in the upper right corner.

(04-2006)